GUIDANCE | STRATEGY | SOLID INVESTMENTS

Come your time to retire, there are 2 things you deserve more than anything, financial independence and peace of mind. Most Australians are by nature hard workers. And, after working hard for the majority of your life it is time to get your money working for you.

A self managed super fund, can make sure you take control of your financial independence and give yourself a much greater chance at retiring with the cash flow you require to live the lifestyle you desire.

This is where establishing a self managed super fund, can make sure you take control of your financial independence and give yourself a much greater chance at retiring with the cash flow you require to live the lifestyle you desire.

In fact here is a statistic that displays the power of a SMSF:

37% of all super assets are held by people that have a SMSF. Which is only 7% of the population.

So utilising a SMSF can give you a greater chance at retiring without financial restraints, and will maximise your financial control on your future.

But you do need to make sure your SMSF is correctly set up.

And this is where we come in, we take you through 3 steps to make sure your in control of your plans for transition to retirement.

Step 1: / Guidance

This is where our specialist SMSF accountants firstly make sure that your current situation warrants using a SMSF. We do this by looking at your current superannuation assets, non superannuation assets, your age, your income and debts. This will allow us to see your financial map and safely determine the best path way for you and your super.

Step 2: / Strategy

Once the smsf is established, we can then help you to develop the right superannuation strategy for your risk profile. Through implementing a powerful and effective plan, your SMSF will help you make the transition to retirement to maximise your lifestyle.

Step 3: / Investment

One of the greatest elements of a smsf is the flexibility of investment choice that you have. There are rules that are placed upon a smsf that you have to adhere to, we guide you here to make sure your investment selection is compliant. The correct investment can see you take full advantage of many of the great tax concessions.

By combining the 3 steps and partnering with you we make sure your financial independence is in your hands. So call us today to book a consultation to discuss your superannuation and retirement plans.